George Franklin Wells v. Versaille Capital Advisors, LLC, FundTeq, and Michigan Department of Licensing and Regulatory Affairs

CourtDistrict Court, E.D. Michigan
DecidedMarch 9, 2026
Docket2:24-cv-13324
StatusUnknown

This text of George Franklin Wells v. Versaille Capital Advisors, LLC, FundTeq, and Michigan Department of Licensing and Regulatory Affairs (George Franklin Wells v. Versaille Capital Advisors, LLC, FundTeq, and Michigan Department of Licensing and Regulatory Affairs) is published on Counsel Stack Legal Research, covering District Court, E.D. Michigan primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
George Franklin Wells v. Versaille Capital Advisors, LLC, FundTeq, and Michigan Department of Licensing and Regulatory Affairs, (E.D. Mich. 2026).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF MICHIGAN SOUTHERN DIVISION GEORGE FRANKLIN WELLS, 2:24-CV-13324-TGB-APP Petitioner, HON. TERRENCE G. BERG vs. ORDER GRANTING VERSAILLE CAPITAL RESPONDENT MICHIGAN ADVISORS, LLC, FUNDTEQ, DEPARTMENT OF and MICHIGAN DEPARTMENT LICENSING AND OF LICENSING AND REGULATORY AFFAIRS’ REGULATORY AFFAIRS, MOTION TO DISMISS FOR Respondents. LACK OF SUBJECT MATTER JURISDICTION (ECF NO. 13) In July 2022, Petitioner George Franklin Wells, an investment adviser representative registered with Respondent Michigan Department of Licensing and Regulatory Affairs (“LARA”) since March 2011, filed a JAMS arbitration naming Respondents Versaille Capital Advisors, LLC and FundTeq as respondents, and seeking the expungement of several customer complaints from his registration records. After the Arbitrator entered a final award granting the expungement of some customer complaint information, Wells filed the instant suit seeking confirmation of that award under Title 9 of the United States Code, § 9, the Federal Arbitration Act. ECF No. 1. Now before the Court is Respondent LARA’s Motion to Dismiss Wells’s Petition for lack of subject matter jurisdiction. ECF No. 13. LARA also argues that public policy favors denying confirmation of the arbitration award because LARA was not given notice and an opportunity to participate in the arbitration proceedings. Id. Wells filed a response in opposition to LARA’s motion. ECF No. 15. The Court finds that oral argument will not aid in its disposition of the motion; therefore, it dispenses with oral argument pursuant to Eastern District of Michigan Local Rule 7.1(f). For the reasons stated below, the Court will GRANT LARA’s Motion to Dismiss and DISMISS this case for lack of subject matter

jurisdiction because this case does not present a federal question under the Federal Arbitration Act, and the there is no diversity of citizenship or necessary amount in controversy. I. BACKGROUND Before addressing the factual and procedural background in this case, the Court will first provide a brief review of the regulatory framework from which this lawsuit arises. A. Regulatory Framework

The Financial Industry Regulatory Authority (“FINRA”), the successor to the National Association of Securities Dealers (“NASD”), is a private, not-for-profit corporation organized under the laws of Delaware. Fiero v. Fin. Indus. Regul. Auth., Inc., 660 F.3d 569, 571 (2d Cir. 2011). It is a self-regulatory organization (“SRO”) registered with the Securities and Exchange Commission (“the SEC”). Id. Under federal securities law, as an SRO, FINRA plays a central role in the regulation of the securities industry. Id. As applicable to this case, FINRA is required to “establish and maintain a system for collecting and retaining registration information” for representatives of broker-dealers. See 15 U.S.C. §§ 78o–3(i)(1)(A) and (i)(5). In forms approved by the SEC, FINRA collects, among other items, “information about registered personnel, including customer complaints ....” See SEC Release No. 34–71959, 79 Fed. Reg. 22734 (Apr. 17, 2014); see also Desiderio v. Nat’l Ass’n Sec. Dealers, 191 F.3d 198, 201 (2d Cir. 1999) (“[T]he SEC ... must approve all

[FINRA’s] rules and regulations”). The complaints are recorded in an electronic database called the Central Registration Depository (“CRD”), which FINRA maintains in compliance with federal securities law and an agreement with the state securities regulators in all 50 states. The federal securities law requires that this complaint information, as well as other data, be available to the public. See 15 U.S.C. § 78o–3(i)(1)(B) (“A registered securities association shall ... establish and maintain a ... a readily accessible electronic or other process, to receive and promptly

respond to inquiries regarding ... registration information on its members and their associated persons.”). FINRA fulfills this obligation with an on- line internet resource which it calls “BrokerCheck.” See SEC Release No. 34-62476, 75 Fed. Reg. 41254, 41254 (Jul. 15, 2010). FINRA has promulgated Rule 2080, which addresses the means by which information concerning a broker that exists in the CRD may be expunged. It states, in relevant part:

(a) Members or associated persons seeking to expunge information from the CRD system arising from disputes with customers must obtain an order from a court of competent jurisdiction directing such expungement or confirming an arbitration award containing expungement relief.

(b) Members or associated persons petitioning a court for expungement relief or seeking judicial confirmation of an arbitration award containing expungement relief must name FINRA as an additional party and serve FINRA with all appropriate documents unless this requirement is waived pursuant to subparagraph (1) or (2) below.

(1) Upon request, FINRA may waive the obligation to name FINRA as a party if FINRA determines that the expungement relief is based on affirmative judicial or arbitral finding that:

(A) The claim allegation or information is factually impossible or clearly erroneous;

(B) The registered person was not involved in the alleged investment related sales practice violation, forgery, theft, misappropriation or conversion of funds; or

(C) The claim, allegation or information is false.

(2) If the expungement relief is based on judicial or arbitral findings other than those described above, FINRA, in its sole discretion and under extraordinary circumstances, also may waive the obligation to name FINRA as a party if it determines that:

(A) The expungement relief and accompanying findings on which it is base are meritorious; and

(B) The expungement would have no material adverse effect on investor protection, the integrity of the CRD system or regulatory requirements. FINRA Rule 2080. FINRA Rule 13805, in turn, provides detailed arbitration procedures that “appl[y] to all requests to expunge customer dispute information from the CRD system.” B. Factual and Procedural Background Petitioner George Franklin Wells is a financial services representative registered with the SEC and with the Corporations, Securities, and Commercial Licensing Bureau of the Michigan Department of Licensing and Regulatory Affairs (“LARA”). ECF No. 1, PageID.6. LARA explains that the Corporations, Securities, and Commercial Licensing Bureau is vested with the authority and obligation to administer the Michigan Uniform Securities Act (“MUSA”), M.C.L. § 451.2101 et seq., including regulation and licensing of securities and the individuals and entities who sell, or offer to sell, securities in the State of Michigan. ECF No. 9, PageID.80–81. Wells is the owner of Respondents Versaille Capital Advisors, LLC (“Versaille”) and FundTeq, SEC- registered investment advisor firms. ECF No. 11-1, PageID.132–33. Wells, Versaille, and FundTeq are not registered with FINRA, and thus FINRA did not have jurisdiction over Wells. Id. Wells was the subject of customer disputes relating to the sale of securities, and he filed for a JAMS arbitration in August 2022 seeking expungement of four customer dispute disclosures from his registration records. ECF No. 1, PageID.3.1 Following a final arbitration hearing in June 2023, the JAMS Arbitrator executed a partial award on August 4, 2023, recommending expungement of certain occurrences, denying

expungement of another occurrence, and requesting additional information on three occurrences.

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Bluebook (online)
George Franklin Wells v. Versaille Capital Advisors, LLC, FundTeq, and Michigan Department of Licensing and Regulatory Affairs, Counsel Stack Legal Research, https://law.counselstack.com/opinion/george-franklin-wells-v-versaille-capital-advisors-llc-fundteq-and-mied-2026.